Updating a patient's met deductibles and used benefits

You can update the met deductibles and used benefits for the current and previous years of a patient's insurance plan. Along with coverage tables, updating deductibles and benefits allows for accurate insurance estimates.

Note: Updating the met deductibles and used benefits requires the "Edit Ins. Plan for Patient" and "Edit Ins. Benefits for Patient" security rights.

To update a patient's met deductibles and used benefits

1. Do one of the following:

   • On a patient's Overview page, the Insurance box displays the patient's insurance plans. Click (or tap) an insurance Plan link.

     

   • On a patient's Insurance Information page, select an insurance plan.

     

   The options for editing insurance information become available.

   

2. Click (or tap) Benefits.

   The Deductibles and Benefits dialog box appears.

   

3. As needed, for the Current Year and/or Previous Year, enter or change any Met amounts for Deductibles and/or Used amounts for Benefits.

   Note: Currently, the benefit information for Annual Individual Implant and Lifetime Individual Implant is for informational purposes only. The values are not used to calculate insurance estimates.

4. Click (or tap) Save.